Case study 01
Connecting customer interactions to commercial outcomes
“Do fragmented engagement, CRM, and digital touchpoints add up to a customer journey we can act on?”
- Data complexity
- Engagement logs, CRM activity, digital touchpoints, and sales signals lived in separate systems with no shared timeline.
- Analytical approach
- Combined the sources into a single sequenced journey, then classified accounts as new, sustained, or declining growth based on interaction patterns.
- Visual solution
- An interactive journey map that reads left to right in time, with growth state encoded by color instead of a table of disconnected metrics.
- Recommendation
- Prioritize outreach on accounts showing early decline signals rather than waiting for the outcome to show up in sales.
- Business value
- Turned fragmented activity into an interpretable story leadership could act on the same week.
